Compare AU
Compare DGSM vs. 28BB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGSM and 28BB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | 28BB | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 7 | 0 |
Median incremental investment | $1,996.50 | $0 |
Median investment frequency | Weekly | N/A |
Median total investment | $6,499.73 | $0 |
Average age group | > 35 | N/A |
Key Summary
DGSM | 28BB | |
|---|---|---|
Strategy | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). | 28BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2027 and May 2028, inclusive. The Fund will target a monthly distribution of a fixed dollar amount per Unit (DPU Target). |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | AUST & NZ BANKING GROUP 5.35% NOV-27 (4.16 %) NATIONAL AUSTRALIA BANK 4.95% NOV-27 (4.12 %) ETSA UTILITIES FINANCE 4.612% MAR-28 (4.07 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | 28BB | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $34.03 | $25.10 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | - % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | 28BB | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 7 | 0 |
Median incremental investment | $1,996.50 | $0 |
Median investment frequency | Weekly | N/A |
Median total investment | $6,499.73 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
DGSM | 28BB | |
|---|---|---|
Pros |
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Cons |
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DGSM | 28BB |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |